Review key elements of the balance sheet, and navigate to detailed planning or forecasting dashboards, to make adjustments.
KPI grids
The KPI grids are Current ratio, Quick ratio, Debt-to-equity ratio, and Return on equity.
- Use the top dropdowns to set the:
- Entity
- Currency
- Forecast scenario
- Review the metrics for the data you set.
Time filters grid
Set the time intervals for fiscal years, months, quarters or years.
Account details (by entity)
Use the grid dropdowns to set the currency and account.
Breakdown by entity
Use the grid dropdowns to set the quarter or month.
Account roll-forwards
Navigate to either Balance sheet (by trend method) or Balance sheet (import from a file).
Supplemental schedules
Navigate to other pages in this section:
